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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,846 | $48,364+102.3% | $71,796+36.3% | $62,881+55.6% |
| Participation rate | 68.9% | 60.6%+8.3pp | 69.1%-0.2pp | 69.3%-0.4pp |
| Annual return | 0.72% | 13.16%-12.4pp | 78.04%-77.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $960 | $1,042-7.9% | $1,924-50.1% | $2,281-57.9% |
| Participant deferral / active EE | $3,916 | $2,091+87.3% | $2,794+40.2% | $3,203+22.3% |
| Admin fee / account holder | $6,287 | $3,771+66.7% | $4,815+30.6% | $4,296+46.4% |